VELA Investment Management LLC Purchases 5,290 Shares of Equifax, Inc. $EFX

VELA Investment Management LLC grew its holdings in shares of Equifax, Inc. (NYSE:EFX) by 25.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,925 shares of the credit services provider’s stock after purchasing an additional 5,290 shares during the quarter. VELA Investment Management LLC’s holdings in Equifax were worth $4,115,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Cullen Frost Bankers Inc. purchased a new position in Equifax in the 4th quarter valued at approximately $25,000. Ameriflex Group Inc. boosted its holdings in shares of Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. bought a new position in shares of Equifax in the fourth quarter worth $26,000. Reflection Asset Management purchased a new position in shares of Equifax in the fourth quarter valued at $26,000. Finally, Clearstead Trust LLC purchased a new position in shares of Equifax in the second quarter valued at $28,000. Institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 0.1%

Shares of NYSE EFX opened at $177.31 on Monday. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $20.83 billion, a price-to-earnings ratio of 31.16, a PEG ratio of 1.72 and a beta of 1.31. The business has a 50-day moving average of $178.53 and a 200-day moving average of $177.79.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. The company had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. Equifax’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period in the prior year, the business earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Sell-side analysts expect that Equifax, Inc. will post 8.55 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a $0.56 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s dividend payout ratio is presently 39.37%.

Analysts Set New Price Targets

EFX has been the topic of a number of recent research reports. Rothschild & Co Redburn raised Equifax from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $214.00 to $235.00 in a report on Friday, August 21st. Royal Bank Of Canada reduced their target price on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Needham & Company LLC decreased their price target on Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research report on Wednesday, July 22nd. Morgan Stanley cut their price objective on shares of Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. Finally, UBS Group reaffirmed a “buy” rating and set a $220.00 price objective on shares of Equifax in a research note on Wednesday, July 8th. Fifteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus price target of $215.16.

Insider Buying and Selling at Equifax

In related news, CEO Mark Begor sold 37,791 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.